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CIK: 0001911228
Total reported value
$180.5M
$180.5M
57 檔
15.4%
At the close of Q1 2024, Upper Left Wealth Management, LLC disclosed equity holdings valued at approximately $180.5M, spread across 57 reported holdings.
During Q1 2024, Upper Left Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 8.24% | -1.36% | +6.61% | |
| 2 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 4.98% | +0.04% | +5.69% | |
| 3 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 4.39% | -0.90% | +43.65% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.15% | +0.01% | -1.20% | |
| 5 | WIP | State Street Spdr Ftse Inter | ETF-Other | 4.07% | — | +9.11% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.01% | +0.45% | -0.60% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.98% | -0.02% | — | |
| 8 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 3.80% | -0.14% | +0.96% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.74% | +0.44% | -5.75% | |
| 10 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 3.59% | -0.04% | -1.42% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.58% | +0.36% | -2.25% | |
| 12 | BWX | State Street Spdr Bloomberg | ETF-Other | 3.47% | -0.37% | +94.24% | |
| 13 | SCHH | Schwab US Reit ETF | ETF-Other | 3.40% | +0.25% | -0.41% | |
| 14 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 3.22% | -0.52% | +128.16% | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.21% | -0.08% | -3.63% | |
| 16 | SCHR | Schwab Intermediate-term US | ETF-Other | 3.16% | +0.02% | -22.18% | |
| 17 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 3.03% | -0.72% | +1.65% | |
| 18 | FXE | Invesco Currencyshares Euro | ETF-Other | 2.77% | — | -10.74% | |
| 19 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 2.52% | -0.03% | -0.83% | |
| 20 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.82% | -0.41% | — | |
| 21 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 1.55% | +0.12% | -19.96% | |
| 22 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.35% | +0.04% | -4.74% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.24% | +0.16% | +29.34% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.23% | +0.17% | -6.60% | |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.20% | -0.05% | -23.24% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 1.17% | +0.14% | -8.96% | |
| 27 | GWX | State Street Spdr S&p Intern | ETF-Other | 1.05% | +0.10% | -1.92% | |
| 28 | RWX | State Street Spdr Dow Jones | ETF-Other | 1.04% | +0.08% | -11.13% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.01% | +0.23% | +28.99% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.99% | -0.17% | -2.17% | |
| 31 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.98% | -0.11% | — | |
| 32 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.97% | — | -13.28% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.72% | +0.04% | -14.32% | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.72% | +0.19% | +61.10% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.70% | +0.19% | -2.42% | |
| 36 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.68% | +0.01% | -7.50% | |
| 37 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.68% | — | — | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | +0.33% | -10.77% | |
| 39 | EBND | State Street Spdr Bloomberg | ETF-Other | 0.61% | +0.07% | +13.10% | |
| 40 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.58% | -0.10% | -7.63% | |
| 41 | IGOV | Ishares International Treasu | ETF-Other | 0.53% | +0.29% | -0.96% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.52% | +0.02% | -27.89% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.50% | +0.16% | -7.55% | |
| 44 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.45% | +0.06% | +1.86% | |
| 45 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.43% | -0.02% | -5.14% | |
| 46 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.32% | +0.36% | -5.17% | |
| 47 | AIA | Ishares Asia 50 ETF | ETF-Other | 0.31% | — | -86.27% | |
| 48 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 0.30% | +0.09% | -19.40% | |
| 49 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 0.30% | +0.11% | -15.40% | |
| 50 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.29% | -0.01% | -11.72% |
According to official SEC Form 13F filings, Upper Left Wealth Management, LLC reported a total U.S. public equity portfolio value of $180.5M across 57 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IAU, SCHE, BCI) accounted for 15.4% of total reported equity market value during Q1 2024.
During Q1 2024, Upper Left Wealth Management, LLC's top holdings by market value included IAU (8.2%)、SCHE (5.0%)、BCI (4.4%). The largest single position, IAU, represented 8.2% of total portfolio value.
In Q1 2024, Upper Left Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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